英伟达（Nvidia）首席执行官黄仁勋在最近的一场播客节目中表示，如果中国人工智能初创企业深度求索（DeepSeek）在华为技术的芯片上优化其新模型，对美国而言将是一个“可怕的结果”。黄仁勋在周三的 Dwarkesh 播客节目中表示，如果“未来的人工智能模型以一种与美国技术栈截然不同的方式进行优化”，并且随着中国标准和技术的输出，人工智能“扩散到世界其他地区”，中国将“超越”美国。此次对话发生在深度求索 V4 基座模型备受期待的发布前夕，该模型预计于本月晚些时候推出。美国新闻媒体《The Information》本月早些时候报道称，V4 将在华为最新的昇腾（Ascend）950PR 处理器上运行；而路透社上个月的一篇独立报道则暗示，该模型是在英伟达的 Blackwell 芯片上训练的，而这将违反美国的出口管制。深度求索于 2024 年底推出的 V3 模型是在 2,048 块英伟达 H800 图形处理器（GPU）上训练的，该芯片基于较旧的 Hopper 技术。这种为绕过出口管制而为中国市场量身定制的产品已于 2023 年被禁止销往中国。黄仁勋在 3 月份曾表示，在特朗普政府执政期间，监管限制最近有所放宽，英伟达已重新开始生产更强大的 H200 芯片以便在中国销售。黄仁勋曾多次呼吁两国在人工智能领域开展更多合作，但美国立法者似乎变得更加充满敌意。周四，多位立法者和专家指责中国在人工智能行业“能买就买，不能买就偷”，并呼吁政府评估是否将深度求索、月之暗面（Moonshot AI）和 MiniMax 列入出口管制的实体清单。深度求索预计将于本月晚些时候发布其 V4 基座模型。图片：盖蒂图片社（Getty Images）。黄仁勋在这个关注人工智能、科学进步和历史的播客中表示，即使中国的芯片性能稍逊，凭借其……
英伟达CEO警告中国AI芯片崛起将挑战美战略优势
Nvidia CEO Jensen Huang said on a recent podcast that if Chinese artificial intelligence start-up DeepSeek optimised its new models on chips from Huawei Technologies, it would be “a horrible outcome” for the US.If “future AI models are optimised in a very different way than the American tech stack”, and as “AI diffuses out into the rest of the world” with Chinese standards and technology, China “will become superior to” the US, Huang said on the Dwarkesh Podcast on Wednesday.The conversation came ahead of the much-awaited launch of DeepSeek’s V4 foundation model, expected later this month. US news outlet The Information reported earlier this month that V4 would run on Huawei’s latest Ascend 950PR processor, while a separate report by Reuters last month suggested that the model had been trained on Nvidia’s Blackwell chips, which would be a violation of US export controls.DeepSeek’s V3 model, launched in late 2024, was trained on 2,048 Nvidia H800 graphics processing units (GPUs), based on the ageing Hopper technology. The product, tailor-made for the China market to circumvent export controls, was banned from sale to China in 2023. Regulatory restrictions had eased recently under the Trump administration, with Nvidia restarting production of the H200, a more powerful chip, to be sold in China, Huang said in March.Huang has repeatedly called for more collaboration between the two countries in AI, but US lawmakers appeared to have grown more hostile. On Thursday, lawmakers and experts accused China of buying “what they can” and stealing “what they cannot” in the AI industry, and called for the government to evaluate putting DeepSeek, Moonshot AI and MiniMax on the entity list for export control.DeepSeek is expected to launch its V4 foundation model later this month. Photo: Getty ImagesHuang said on the podcast – which focuses on AI, scientific progress, and history – that even if China had inferior chips, it could still catch up with the US in AI development given its abundant energy and large pool of AI researchers.